PM Project Update

Background

The PM Project Update record provides the PM with a location to provide a narrative of the project status. This narrative will be used in various project status reports (e.g., Project Summary). Additionally, this record will capture a "snapshot" of current milestone dates from the project schedule. This data capture enables milestone date trending month to month. 

Access: This record is located in the Records module of PMWeb.

Related Pages: N/A

Job Aids

The following job aids and reference guides are relevant to PM Project Updates records:

• Create a PM Project Update record

To request additional training or documentation, please submit a Help Request in PMWeb. 

Record Guidance

Aside from identifying a project and whether or not the Resident Engineer should review the record, the PM Project Update record contains one primary field for entering information: the Project Status free text field. 

Main Tab

The Main tab of the record contains two tables that are uneditable: the Milestone Tracking table and the Expenditure Info table. The Milestone Tracking table pulls in information from the Schedule record. The Expenditure Info table pulls in information from the Project record, which in turn pulls in information from SAP.

Additional Tabs

If desired, users may add notes via the Notes tab or attachments via the Attachments tab, although it is not required.

Report Guidance

The Program Status report available for this record in "BI Reporting", pulls in data from the Project Status field of the PM Project Update record only if the Resident Engineer has approved the record. 

The Program Status report pulls in the two most recently approved updates provided via the PM Project Update record. 

Workflow Guidance

If you selected “Yes” in the RE Review Reqd field in the Record Information section, the first step of the Workflow process is to send the record to the Project’s assigned Resident Engineer for review. 

The Resident Engineer is the only role that may review this record. The RE reviews the record:

• If satisfied, RE "approves" the record.

• If the record needs correction or more information, RE "returns" the record.

If you selected “No” In the RE Review Reqd field in the Record Information section, your record is automatically marked as “Approved”.

Integration and Trigger Guidance

The PM Project Update record integrates with or triggers to/from the following:

• Milestone dates from the Schedule record are pulled into the Milestones Tracking table.

• Expenditure information from SAP (located in the Accounting sub-tab of the Project record's Additional Information tab) is pulled into the Expenditure Info table.

FAQs

There are currently no FAQs.